Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Here are five facts about Social Security that might surprise you.
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Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
In retirement, you finally have time to enjoy the rewards of your life’s efforts. Don’t let worrying about finances put a cloud over your exciting next chapter. WealthLink, your personal financial website, can help you easily and securely manage your retirement assets. I’d love to show you how. Call me.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Do you have a required minimum distribution RMD from a retirement account but don’t need the income for your daily expenses?
There are common mistakes you can avoid when saving for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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They may not admit it, but as your parents age they might need your financial help.
For women, retirement strategy is a long race. It’s helpful to know the route.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?